Maxele Advisors, LLC

Maxele Advisors, LLC (CRD# 165129) is a financial advisory firm headquartered in Webster Groves, MO. They manage $70,400,000 in 425 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $165,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO

Financial Advisors at Maxele Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen M. Erken
CRD#: 1773459
20 Allen Avenue, Suite 330, Webster Groves, MO 63119
86
Wealthminder
score

Stephen Erken (CRD# 1773459) is an Investment Advisor Representative working at Maxele Advisors, LLC in Webster Groves, MO and has over 29 years of experience in the finance industry. Stephen Erken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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